More of your week with clients.
Operator takes the work around every meeting: the prep, the file note, the CRM, the Record of Advice and the follow-ups. Agents draft it, your team checks it, and you approve what goes to the client.
Start with Meetings and CRM, free for 15 days, then $50 a month per adviser. The Record of Advice, the paraplanner’s brief and the client email come with Operator.
- Data stays in Australia
- Never used to train AI
- SOC 2 Type II
You stay in the room. The file notes, tasks and documents are prepared behind each meeting, ready when you are.
The meeting takes an hour. The work after it takes days.
A review leaves hours of writing behind it, spread across you, your paraplanner and client services. Most of it waits until someone gets to it, and the client waits with it.
In Operator, agents start on it as soon as the meeting ends. You check and approve it between meetings, and nothing reaches a client in words you haven’t approved.
Walk in knowing what’s changed.
Before each meeting the review agent pulls what’s changed from your CRM, the platform and your inbox into one brief, and shows where every line came from. You read it instead of building it, and can check any line at a glance.
Your CRM updates itself.
The meeting ends and, within minutes, your notes are structured, your CRM is updated, and your compliance record is written. You didn’t open a single extra tab.
No copy-paste. No manual data entry.
- Salesforce
- Dynamics 365
- HubSpot
- Zoho CRM
saved on pre-meeting preparation, advice work and admin.
The rest of the week, handled.
Meeting notes are the start. Operator takes on the paraplanning, the quarterly reporting, the rebalancing and the rest, in your firm’s voice and to your firm’s standard. Choose a job to see how.
Paraplanning, drafted and checked.
Fact finds checked for gaps, the research and modelling pulled together, and the advice documents drafted from the client file and platform data, ready for the paraplanner’s review.
- Fact find gaps flagged
- Advice documents drafted for review
- Fee and compliance checks run
Advice teams don’t want to go back.
I’ve only been utilising for 3 sessions so far, but I will not go back. This will actually change my life.
Wow, this is unreal. So cool. I love it.
Really great, I’m absolutely thrilled.
Start with your meetings. Add the rest when you’re ready.
Your meetings written up as file notes, your CRM kept up to date, and your Alcova context in Claude, Copilot or ChatGPT.
Start free → Free for 15 daysEverything in Meetings and CRM, plus the jobs around them: paraplanning, reporting, rebalancing and applications, run to your procedures and approvals.
Book a demo Annual agreementListen, and earn half a CPD hour.
Common questions.
Is it free to start?
Yes. Meetings and CRM is free for 15 days, then $50 a month per adviser, month to month. A card is needed to start.
I already use a note taker. What’s different?
A note taker stops at the note. Operator carries on: the CRM, the paraplanner’s brief, the Record of Advice and the email to the client, each handed to the right person and waiting for your approval where it should.
Will it change how I run my meetings?
No. You meet clients the way you do now. The work after each meeting just stops being yours to do by hand.
Does it work with my CRM?
Yes. It works with Salesforce, Dynamics 365, HubSpot and Zoho CRM through our integrations. See how it fits your CRM.
Who checks the work before it reaches a client?
You do, or whoever your firm decides. Agents draft, a person approves anything that goes to a client, and every step is on the record.
Can my paraplanner and client services team use it too?
Yes. They work the same jobs from their side. The paraplanner gets a complete brief with the file note and fact find attached, instead of chasing what’s missing, and client services gets the tasks with everything that came before them.
What’s the difference between Meetings and CRM and Operator?
Meetings and CRM writes your file notes and keeps your CRM current. Operator adds the jobs around them: the paraplanner’s brief, the Record of Advice, the client email, reporting and rebalancing, handed between your team and its agents. See how it works.
Do my clients need to agree to being recorded?
Yes. Let them know at the start of each meeting and get their consent, as you would for any recording. Recordings stay in Australia and are never used to train AI.
Is my client data safe?
Yes. It’s hosted in Sydney, it stays inside your firm’s permissions, and it’s never used to train anyone’s AI. See security.
Start with your next meeting.
A few minutes to set up, and the work after your meetings starts clearing from day one.